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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,808 | $45,082+10.5% | $69,464-28.3% | $72,975-31.7% |
| Participation rate | 44.6% | 68.5%-23.9pp | 74.6%-30.0pp | 69.5%-24.9pp |
| Annual return | 5.84% | 22.66%-16.8pp | 28.98%-23.1pp | 81.01%-75.2pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,099 | $2,604-57.8% | $3,536-68.9% | $3,608-69.5% |
| Admin fee / account holder | $5,357 | $3,057+75.2% | $3,840+39.5% | $5,124+4.6% |